BMO Nesbitt Burns - Jeff Horne

Education:
Bachelor of Arts, University of Alberta, Edmonton
Fellow of the Canadian Securities Institute FCSI
Canadian Investment Manager CIM
Financial Planner

Specialties:
Comprehensive wealth management including investment planning, retirement planning, estate planning and tax minimization strategies.

BUSINESS PHILOSOPHY

I firmly believe that my clients' interests are best served by taking a fully-diversified portfolio appproach to investing. I work closely with my clients to formulate customized investment strategies designed to improve investment returns, while keeping risk at acceptable levels. Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best suits their needs.

ASSET MIX MANAGEMENT

A key determinant to successful investing is owning a mix of assets likely to generate the returns you need while minimizing your exposure to risk. Using recommendations form BMO Nesbitt Burns Research Department, I work closely with my clients to determine the appropriate mix for them, and then monitor their situation to ensure it remains appropriate.

THE IMPORTANCE OF A SOUND INVESTING PARTNERSHIP

Many financial issues affect us all: saving for retirement, minimizing taxes, setting aside funds for a major purchase or financing a child's education. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex marketplace.

SERVICE EXCELLENCE

Our team is committed to building a solid, lasting relationship with all our clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues.

It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.

All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.